Dougherty Wealth Advisers LLC - Q22026 Holdings

Dougherty Wealth Advisers LLC holds 109 stocks with a total portfolio value of $ 182.56M as of Q22026. In Q22026, Dougherty Wealth Advisers LLC added 8 new positions, increased stakes in 13 stocks, reduced 9 holdings, and fully exited 6 positions. The largest holding is Vanguard Value Etf (VTV), representing 25.32% of the total portfolio.